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Para Planner @ Sujata Kabraji & Associates

Company Name

Sujata Kabraji & Associates

Location

Mumbai – Bandra W, India

Job Type

Para Planner

Job Description

Company Profile : Sujata Kabraji & Associates are a boutique practice which has been in existence since 2006. Working very closely with self-employed professionals with a special focus on women, we are a very customer centric practice. We value integrity, team spirit, hard work, and initiative.

The person would be responsible for creating and monitoring the financial goals of clients.

The profile includes working hands-on with the back office team and existing paraplanner.

The job involves a good understanding of behavioral finance, the ability to work with team members, understand intricate financial calculations, be comfortable with advanced Excel, Word, and Powerpoint.